Archive - MacroEdge

MacroEdge 12/23 Ozone Report: Year Winding Down, What's Left in 2024, Christmas Crypto

In our final Ozone Report of 2024 - our team dives into the latest macro data from inflation to employment, discusses volatility risks, 2025 risks, and…

Dec 23 •

MacroEdge 12/18 Mid-Week Report: Powell Spooks Global Markets, RE Recession Continues, Vision Update, Historical View

In this Midweek Report - our team dives into what drove the global spook today across financial markets, dives into the data, & much more.

Dec 19 •

MacroEdge RESights 12/15: December Trends, New Inventory Rises, Employment Softens

In our MacroEdge RESights Report for 12/15 - the team discusses housing market strain, affordability and demographics, delinquency risks, and growth…

Dec 16 •

MacroEdge 12/10 Midweek Report - Macro Note & Vision Update

In this Midweek Report - the team takes a look at the latest live job postings & NZ unemployment data, while Six provides a MacroEdge Vision update…

Dec 11 •

MacroEdge 12/8 Ozone Report: November Employment Report, Labor Cooling Continues, Market Commentary, 80/20 K-Shaped Economy

In this Ozone Report - the team presents the November Labor Market Report, how the labor market continues to cool, concerning trends, reasons for…

Dec 9 •

MacroEdge 12/5 Midweek Report: NFP Preview + Midweek Macro & Vision Commentary

In this NFP preview - the MacroEdge Team covers our November employment outlook, discussion on the next steps for MacroEdge, & Six provides a MacroEdge…

Dec 6 •

MacroEdge 12/1 Ozone Report: Holiday Election Optimism Continues, Macro Remains Mixed

In this Ozone Report - We Discuss the Black Friday Spending Data, 10Y, Employment Data Ahead, Lofty Market Valuations, and More

Dec 2 •

November 2024

MacroEdge RESights, November 22, 2024 - Housing Market Insights: Trends, Challenges, and Forecasts

In our inaugural RESights Report, the team welcomes you to our newest division, dives into the critical real estate trends, and rolls out the red carpet…

Nov 23 •

MacroEdge Midweek Report: Labor Market Headwinds Continue, Vision Update

In this brief Midweek Report - we cover the latest employment data, the recent spike in natural gas and coal, highlight the Nasdaq-underperformance, and…

Nov 22 •

MacroEdge 11/17 Ozone Report: Sunday Espresso Shot - Trump Trade Continues, Newly Minted Gold Bulls Get a Shock

In this evening's brief Weekly Ozone report - Don & John tackle the latest macro data as well as discuss valuations, employment, gold, and more…

Nov 18 •

MacroEdge 11/10 Ozone Report: Red Wave Sends Market Soaring, Cyclical Sector Softness, Nuclear Economy, Vision Update

In this 11/10 MacroEdge Ozone Report - the team discusses the election and its potential impacts, cyclical sector updates, the nuclear sector, provides…

Nov 11 •

MacroEdge RESights Available Now + Our Q4 Update

The future of MacroEdge is now + our Q4 organizational update as we continue to progress with our 2025 Roadmap.

Nov 10 •

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